Direct Sales

Location: Hong Kong > Hong Kong Island > Central and Western District
Work type: Full Time
  • Competitive Salary Package
  • Prestigious Firm
  • Regional Exposure

Job responsibilities:

  • Primarily responsible for onboarding and managing new clients
  • Participate in global training programs and keeping oneself updated with all the new product launches
  • Participate in internal and external events such as seminars, expos and roadshows
  • Making calls to new or potential clients to expand client base and ensure prompt follow up with clients

Job Requirements:

  • HKSI paper 1, 2 is a plus
  • Degree holder, preferably with 1-3 years of related front office experience in the financial industry. Ideally from private banking segment with resources of HNW mainlanders and Taiwanese residing in HK
  • Fluent in English and Mandarin and Cantonese
  • Possess excellent customer service skills and proactive in following up with clients.
  • IT competence including good Microsoft office & power-point skills

If interested, please click "apply" or reach out to Gloria Yu via or 2919 6121 for a confidential chat

Reference Number:
Contact Details:
Sales > Other

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